Joe Rexach, MBA
724 E.225 Street (917) 929-2850
Bronx, New York 10466
New York Institute of Technology, New York, NY
• Masters Business of Administration, May 2006
New York Institute of Technology, New York, NY
• BS – BA, Management Information Systems, 2002
Business Experience
• Data Analysis, UML Modeling and RUP Methodology, Finance, MIS, Project
Management and Leadership,Managed care, Medicare, CPT and ICD Coding, Business
Analysis, Software Development Lifecycle (SDLC)
Technical/Financial Applications
• Bloomberg, Interactive data, SQL queries, ACCESS AND EXCEL development
(VBA), Rapid SQL, Business objects, Visio, Microsoft project, Crystal Reports,
Oracle, Sybase, SQL Server, T-SQL, stored procedures, VB, UNIX, Windows NT,
Novel, Windows 2000, AS 400
SDLC BUSINESS SOLUTIONS LLC 03/05 - present
Alliance Bernstein (4/2007- present) Business Data analyst-Quality Control
Equities
• Developed various UML diagrams using Visio, Gathered data requirements
• Collected and documented functional requirements utilizing Use Case
approach
• Created and maintained Business Rules catalog
• Served as the bridge between the business community and Technology
• Actively solicited, analyzed and negotiated customer requirements
• Minimized requirement defects, established and maintained agreements between
the customer and project team on requirements
• Managed relationships with customers, project managers and management.
• Solved complex business problems and addressed technical issues, assessed
possible project impacts
• Documented and identified downstream processing dependencies
• Problem analysis and resolution of “shares outstanding”,” pricing”
exception reports.
• Setup tools to assist in the pricing of equities and the capturing of
corporate actions
• Worked with teams physically distributed in other countries (India and
across USA)
• Supervised and coordinated system and UAT testing, regression testing of
equities
• Used Bloomberg, Interactive data to ensure the accuracy and integrity of
Alliance’s Data by reconciling exception reports for correct pricing, missing
shares outstanding, Tickers, and Sedol Numbers etc
• Performed data analysis between current and legacy systems, using Excel and
access
• Held JAD sessions with executive sponsors, end-user representatives,
developers, scribe, and subject matter specialists and produced meeting minutes
• Created: VLOOKUPS, PIVOT TABLES, wrote VBA. Created automated spreadsheets
to research ISINS, SEDOLS, CUSIPS across multiple exchanges, using Bloomberg
EXCEL
• Prototyped systems requirements into applications using Excel and Access
AIG Insurance 9/2006- 1/2007
• Elicited and documented user requirements, into a n integrated set of use
cases and associated business rules
• Implemented XP product rollout
• Automated spreadsheets and created custom databases in ACCESS using VBA
• Application testing, configuration planning
• Submitted timely status reports to client and management.
Legg Mason 5/2006 – 9/2006
• Performed business analysis, Data Analysis, Reporting Analysis.
• Analyzed embedded SQL Queries and stored procedures in VBA
• Worked with SQL, Sybase, SQL Server, T-SQL
• Automated spreadsheets and created custom databases in ACCESS using VBA.
• Created customized reporting and analysis tools using VBA EXCEL / ACCESS
macros.
• Served as a liaison across Front Office, Middle Office, management and
technology
• Documented and identified downstream equities processing dependencies
• Reconciled equity exception reports such as share outstanding and pricing
• Setup tools to assist in the pricing of equities and the capturing of
corporate actions
• Supervised and coordinated system and UAT testing, regression testing of
equities
Citigroup (03/05 – 04/06) Compliance Metrics Business Analyst
• Conducted data quality assurance, designed and implemented improvements.
• Tracked statistics and created corrective actions for error reports.
• Problem analysis and resolution of error reports.
• Enhanced productivity by creating a system which fed/connected to other
internal system, written in Excel VBA using Access as a repository.
• Portfolio Management System (Mystic) and corrective action plans database.
• Acquired working knowledge of the Sarbanes Oxley principles.
• Improved and enhanced the ability to track compliance to software version
releases for Mortgage Based Securities and Asset Based Securities Derivatives
• Uploaded awaiting Securities prices to system.
• Built relationships by Identifying and communicating new developments and
opportunities to management/business.
• Submitted timely status reports to client and management.
• Tracked IT security training and awareness requirements.
MasterCard International, Information Products and Services (IPS) (09/04 –
3/05)
Business Analyst
• Programming (Visual Basic, Access and Excel VBA, relational databases)
• Documentation of functional requirements
• Data conversion, analysis, reporting and presentations
• Maintenance and support
• Improved reporting system by converting Business Objects Reports, to new
format, and implementing report Alerts.
• Built relationships by liaising with technical counterparts to ensure
correct technical and functional flow/design.
• Made money for the department by enhancing Business Objects reports sold on
company web portal.
• Acquired knowledge of MasterCard International’s transactional processes,
Authorization, terminals, debit transactions, chargeback, and processes.
• Improved quality by performing User Acceptance Testing. (UAT).
• Enhanced productivity by creating a system was written in Excel VBA with an
Access back-end. The system includes various feeds from other internal systems.
• Increased Customer satisfaction and retention by lowering MasterCard’s
Data warehouse report processing from 18hrs to 15 minutes resulting in huge
potential savings.
Metropolitan Hospital, Finance Dept. New York, NY (01/2000 – 09/2004)
Business Systems Analyst
• Created customized reporting and analysis tools using VBA EXCEL / ACCESS
macros.
• Saved 1 million plus dollars per year by eliminating data entry errors,
• Documentation of functional requirements
• Re-engineered business processes for core business applications by holding
JAD sessions
• Used access to extract information from AS/400 system, SYBASE, ORACLE, SQL
SERVER database systems.
• Manipulated Oracle Financials to extract and distribute reports
• CPT and ICD Coding
• Used VBA to develop Access databases and Excel Spreadsheets,
• Proactively improved computer systems and procedures.
• Used Business Objects, Crystal Reports, wrote and modified complex SQL for
AHOC reports.
Project Manager,
• Defined, communicated the project team’s responsibilities, priorities and
goals,
• Performed PERT Analysis and Critical Path Method, developed Gant charts.
• Functionally managed a development teams of internal and external resources,
matrixes,
• Developed and managed Project Plans.
• Researched and worked with Compliance to ensure adherence to NYS medical
billing laws
• Raised systems and systems and operations to peak performance through
creative hands on leadership.
Jabil Circuits, St. Petersburg, FL (01/98 – 07/98)
Programmer/Analyst (IT Consultant)
• Used Visual Basic as front-end for a web based online job application, using
(ADO) and 3-tier design.
• Installed moved and upgraded software and hardware.
• Performed backup and recovery procedures for mission critical data using ARC
Serve
• Developed Visual Basic/Access and SQL/Server database in a multi-user
environment.
• Designed test scripts for quality assurance.
• Converted Excel (VBA) to Database applications.
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